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Broadcom Buys Renesas' LTE Assets IP, SoC & Engineers

9/4/2013 07:40 PM EDT
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junko.yoshida
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Re: Will this be a threat to Qualcomm?
junko.yoshida   9/6/2013 8:27:45 PM
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@cd2012, Very well put. The lesson you mentioned here is still very relevant.

cd2012
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Re: Will this be a threat to Qualcomm?
cd2012   9/6/2013 8:35:21 AM
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I once worked for a company that had produced one of the first (if not the first) integrated GSM baseband & transceiver chips.  From the hardware perspective, it was a crowning technical achievement and would have resulted in significant BOM savings to customers, but they weren't eating it up...why not?  Customers didn't want to invest the significant time and resources to change their firmware/software stack.  It didn't help that a competitor bought out a critical portion of the software stack either.


The lesson is don't understimate the support costs for hardware.

 

 

 

marhululu
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Re: A win win win
marhululu   9/6/2013 7:58:55 AM
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QBRCM maybe better

junko.yoshida
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Re: Will this be a threat to Qualcomm?
junko.yoshida   9/6/2013 3:47:53 AM
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@Hughston, I think we need to be reminded that RMC's parent, Renesas, has been financially in a dire state for some time now. The parent company pulled the plug on RMC's biz, not RMC's customers.

gtrax
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Re: Will this be a threat to Qualcomm?
gtrax   9/6/2013 1:28:54 AM
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 >If the product was ready to go, then why didn't Renesas go with it? 

I don't think it was anything to do with technology or product readiness. Renesas just did not have the fuel run it and they wanted to focus on their core bussiness. Unfortunately mobile chipset was not one of them to give it any time to get the returns.

Hughston
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Re: Will this be a threat to Qualcomm?
Hughston   9/5/2013 7:37:31 PM
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If the product was ready to go, then why didn't Renesas go with it? Same thing goes for the reported ST/Ericsson design that works. Companies go and get certified, but that does not mean it is a good working product ready for the market.  But several companies keep saying they're certified.

junko.yoshida
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Re: Will this be a threat to Qualcomm?
junko.yoshida   9/5/2013 7:13:39 PM
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@Hughston, personally, i never expected this to happen. As you correctly point out, Broadcom was doing all the LTE demos at the tradeshow, as though nothing had gone wrong. As for Renesas LTE modem, judging from some comments we received from Renesas Mobile engineers on our forum here at www.eetimes.com, the chip -- already certified by several operators -- is ready go, in the hands of a few customers. It appears Broadcom this time around has a real thing...

Hughston
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Re: Another Acquisition?
Hughston   9/5/2013 6:13:08 PM
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Beceem was almost a total loss. They were bought for their potential in LTE technology, not their other existing product lines. The tip off that there was trouble came a year ago. 

Hughston
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Re: Will this be a threat to Qualcomm?
Hughston   9/5/2013 6:06:49 PM
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I was wondering if you ever expected this to happen? Broadcomm was having problems with their design but doing demos at trade shows like everything was ok. Clearly things were not ok. Now I wonder if they are buying a working design this time or not. It seems other companies have gone quiet also about their progress.  

Frank Eory
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CEO
A win win win
Frank Eory   9/5/2013 5:08:49 PM
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A win for everyone involved -- BRCM, Renesas and the LTE development team.

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